James H. Lowell II

Former Chief Investment Officer at Adviser Investments LLC

James H. Lowell II

James H. Lowell II

Former Chief Investment Officer at Adviser Investments LLC

Biography

Jim founded Lowell, Blake & Associates with Susan Lowell in 1974 and for the past 42 years has served as an advisor, trustee, and guide for countless individuals, families, institutions, and nonprofit organizations. With more than 50 years of industry experience, he is considered a pioneer of ethically responsible investing, holding businesses accountable for their treatment of employees, customers, and the world around them. Jim earned a BA from Harvard College.

Overview
Career Highlights

Adviser Investments LLC
Lowell Blake & Associates, Inc.

RelSci Relationships

71

Number of Boards

3

Relationships
RelSci Relationships are individuals James H. Lowell II likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Lowell Blake & Associates, Inc.

Relationship likelihood: Strong

President & Principal at Lowell Blake & Associates, Inc.

Relationship likelihood: Strong

Co-Founder at Adviser Investments LLC

Relationship likelihood: Strong

Secretary & Principal at Lowell Blake & Associates, Inc.

Relationship likelihood: Strong

Principal at Lowell Blake & Associates, Inc.

Relationship likelihood: Strong

Principal at Lowell Blake & Associates, Inc.

Relationship likelihood: Strong

Portfolio Executive at Adviser Investments LLC

Relationship likelihood: Strong

Co-Founder at Adviser Investments LLC

Relationship likelihood: Strong

Partner & Chief Investment Officer at Adviser Investments LLC

Relationship likelihood: Strong

Director of Research at Adviser Investments LLC

Relationship likelihood: Strong

In The News
The New York Times - Biographical Materials
March 22, 2014
Looking for Ways to Keep Money From Dividing a Family
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James H. Lowell II
Former Chief Investment Officer at Adviser Investments LLC
Career History
Chief Investment Officer
2011 - Current

Adviser Investments provides discretionary investment management services using an active asset allocation approach. For their core investment strategies, the firm's primary investment objective is to build diversified portfolios of mutual funds and ETFs that provide a balanced approach to investing in the stock, bond and alternative markets, given the individual investor’s long-term and short-term risk tolerance and return objectives. For their tactical investment strategies, Adviser Investments' objective is to reduce portfolio volatility by limiting exposure to market downturns by trading into less volatile assets such cash and bond funds. The firm's tactical models use computer models and algorithms developed by their portfolio strategists to guide trading in these strategies.

Co-Founder
1974 - Current

Lowell Blake & Associates, Inc. operates as a investment management company. It provides advice by assisting individuals, nonprofits and foundations in the management of their assets and liabilities, all for a modest fee. The company was founded in 1974 and is headquartered in Boston, MA.

Chief Investment Officer/Elected Manager
2010 - Prior

Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives.

Boards & Committees
Chairman & Co-Founder
1974 - Current

Lowell Blake & Associates, Inc. operates as a investment management company. It provides advice by assisting individuals, nonprofits and foundations in the management of their assets and liabilities, all for a modest fee. The company was founded by James H. Lowell II and Susan Walsh Lowell in 1974 and is headquartered in Boston, MA.

Trustee
Tenure Unconfirmed
Trustee
Tenure Unconfirmed
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